Invoice Automation From ERP Data to Signed, Sent Invoices
Generate invoices from NetSuite, SAP Business One, Priority or Salesforce data, route exceptions for approval, apply your company’s digital signature and send them automatically. Run the whole process from Noca or from ChatGPT, Claude or Grok through the Noca MCP Server.
Stop Building Invoices by Hand
Copying order data into invoice templates, exporting PDFs and emailing them one by one wastes hours and invites mistakes.
Noca turns invoicing into one automated flow: the data comes from your systems, the document comes from your template, and every invoice is sent, signed and recorded without manual steps.
What Noca Automates
in Invoicing
Invoices From Live Data
Fill your Word or PDF invoice template with order, customer and line-item data from your ERP or CRM.
Batch Generation
Generate and send hundreds of invoices or statements in one run, on a schedule or on demand.
Approval for Exceptions
Send invoices above a threshold or with special terms for approval before they go out.
Digital Signatures
Apply a GlobalSign certificate-based signature where invoices must be signed and tamper-evident.
Delivery and Filing
Email invoices to customers and save copies to Google Drive, SharePoint or the customer record.
Sync Back to Your ERP
Update invoice status in NetSuite, SAP Business One or Priority so finance always sees the current state.
Run Invoicing From ChatGPT, Claude or Grok
Ask: “Generate this month’s invoices for all delivered NetSuite orders, sign them and email each customer.” Noca runs your published invoicing flow with the permissions and approvals you set.
How Invoice Automation
Works in Noca
One connected process, from the first form to the final record in your systems.
Order data in one place.
Noca reads delivered orders, customers and line items from your ERP or CRM.
Invoices from your template.
Each invoice is generated from your branded Word or PDF template.
Exceptions reviewed.
Invoices above a threshold or with special terms go to finance for approval.
Signed when required.
A GlobalSign digital signature is applied to invoices that need it.
Sent and recorded.
Invoices are emailed, filed and their status updated in your ERP.
Automate Invoicing From Data to Delivery
Frequently Asked Questions
What is invoice automation?
Invoice automation generates, approves, sends and records invoices automatically from your business data, instead of building each invoice by hand.
Which systems can Noca generate invoices from?
NetSuite, SAP Business One, Priority, Dynamics 365, Salesforce, HubSpot and 60+ other systems connected to Noca.
Can invoices use our own template?
Yes. Noca fills your own Word or PDF template, so invoices keep your branding and layout.
Can invoices be digitally signed?
Yes. Noca applies certificate-based digital signatures through GlobalSign where invoices must be signed.
Can we generate invoices in bulk?
Yes. A flow can generate and send many invoices or statements in one run, on a schedule or on demand.
Does Noca update the invoice status in our ERP?
Yes. The same flow can update the status in NetSuite, SAP Business One, Priority or other systems after sending.
Can I run this process from ChatGPT or Claude?
Yes. Through the Noca MCP Server, ChatGPT, Claude and Grok can run your published Noca flows, with the permission groups and approvals you set.
Do I need developers?
No. Noca builds the forms, documents and workflow from a prompt, and your team edits them visually.
Is it secure?
Noca follows the TRAPS framework: Trusted, Responsible, Auditable, Private and Secure, with permission-based access and full logs.
Is there a free plan?
Yes. Noca has a free plan, so you can build and test this process before upgrading.